Account Management

Client Account Management

An intuitive platform for managing your account

Our single login platform is designed with your needs in mind. Setup a quick trade on-the-go, view your portfolio at-a-glance or manage your account settings.

Manage Your Account

Transfer & Pay

Start here to fund your account, transfer funds or positions, setup direct deposit, configure Bill Pay and view your transaction history.

Stay Current

Your dashboard provides a summary of your account balances, portfolio performance, market activity and breaking news.

Advanced Client Support

IBKR uses a combination of advanced Artificial Intelligence and live support to anticipate your needs.

Use the IBot FAQ to receive an immediate response to common questions or chat with our Client Services team.

Analyze Your Portfolio

Portfolio Summary

Measure your portfolio performance with a full allocation breakdown for each account.

PortfolioAnalyst

Consolidate, track and analyze your finances. Combine your IBKR account with your other brokerage, checking, savings, annuity, incentive plan and credit card accounts for a whole-portfolio view of your finances.

Reporting

Quickly generate account activity or performance statements. Use Flex Queries to create sophisticated analyses of your account and quickly generate Risk, TCA and other reports. Supplemental Tax information and reporting is available for your record keeping.

Trade

Create Your Order

Click the Trade Button to open the trade ticket, and place and preview orders. Also search for symbols, select a security type, configure and transmit orders.

Obtain Detailed Quotes

Expand any position to see comprehensive product information on the quote details page.

Find Your Next Trade

Create Watchlists and use the Market Scanner to scan more than 120 markets in 31 countries and 23 currencies and find your next trade.

Client Support and Marketplace

Connect

Use account management to receive account notifications, send secure messages and communicate with Client Services.

Investors' Marketplace

The Investors' Marketplace lets you search for and connect with third-party service providers, including more than:

  • 500 providers of investment services.
  • 300 research providers.
  • 400 technology services firms.
  • 160 administrative services firms.
  • 20 firms offering business development services.

Account Management for Advisors and Brokers

Interactive Brokers clients responsible for many clients of their own get a unique and fully integrated Client Relationship Management tool in their home dashboard.

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Highlights

Get a comprehensive view of all the ways we go the extra mile.

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